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JPM26: Gilead Captures Sunny JPM Mood With Yeztugo Numbers, HIV Vibes

Gilead’s new HIV therapy Yeztugo is gaining rapid market traction, achieving 85% payer coverage six months after its June 2025 approval and hitting the $150 million revenue target for the year. CEO Daniel O’Day highlighted voluntary licensing of the drug’s active ingredient, lenacapavir, to six generic manufacturers to broaden access in low‑income regions. The company is also rolling out micro‑targeted outreach to Black and Latino men in the U.S. South to diversify its patient base. Beyond HIV, Gilead is positioning its oncology pipeline for label expansions in triple‑negative breast cancer and non‑small cell lung cancer while scouting M&A opportunities in liver disease.